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WA-Surveys
Use cases · Home & Trades

Sunny results, powerful referrals

Send one-tap surveys over WhatsApp after the sale and install, so customers rate the experience from their inbox, helping you generate the referrals and reviews that drive solar growth.

Solar & Clean Energy
Install, sales & referral feedback surveys
Customers reply in a tap

In-inbox surveys beat the post-install emails homeowners ignore.

Drive referrals

Recommendation surveys turn happy customers into your best lead source.

Rate every stage

Separate sales and install surveys show where to improve the long journey.

9:41
Helio Solar
Business · WhatsApp
Today
Install complete
How was your install, {{first_name}}?

Your panels are live and saving you money. One tap tells us how the whole experience went.

Add a commentTalk to us
WhatsApp message

A sample Solar & Clean Energy WhatsApp survey, fully customizable.

How WhatsApp surveys work for Solar & Clean Energy

Solar is a high-ticket purchase that unfolds over weeks — sales, site survey, permitting, install, activation — and a customer who feels left in the dark anywhere along that journey turns into a public complaint and a lost referral. Referrals are the cheapest leads a solar company has, and they only come from customers who felt cared for. Surveys at each stage catch frustration mid-process, before it festers, and turn satisfied owners into the referrals that lower customer acquisition cost.

Sent over WhatsApp, surveys land in the customer's texting inbox as branded messages answered in a tap — a mid-install pulse on communication and clarity, and a post-install rating of the process, the crew, and the handoff. A 1–5 recommend score sorts promoters from detractors, a low score opens a private reply so you can intervene, and a high score routes straight to a referral or review ask backed by their own feedback.

The payoff is fewer customers going dark mid-project, problems caught before they go public, and a referral engine powered by genuine satisfaction.

Where it pays off

Mid-install pulse

A check-in survey during the multi-week process catches frustration before it festers.

Rate the process and crew

A post-install survey lands in the texting inbox with one-tap ratings on the process, crew, and communication.

Catch it before it goes public

A low recommend score opens a private reply, so a concern reaches you and not Google.

Referral asks backed by feedback

A happy owner routes straight to a one-tap referral ask, backed by their own high rating.

What you can launch

Journey
After the sale, survey customers on the buying experience
Journey
After install, ask for a 1-tap satisfaction rating
Journey
Send a recommendation (Net Promoter) survey to drive referrals
Journey
Survey customers on their savings expectations vs. reality

Solar & Clean Energy WhatsApp surveys: common questions

When should a solar company send a survey over WhatsApp?
At more than one point in the journey — a mid-install pulse to check communication and clarity during the long wait, and a post-install survey rating the process, the crew, and the handoff. Each lands in the customer's texting inbox and is answered in a tap, so you spot frustration mid-project instead of discovering it in a review.
Why do WhatsApp surveys beat email or Texting surveys for solar?
On a weeks-long, high-ticket project, email surveys go unread and plain Texting makes the customer type. A WhatsApp survey uses one-tap star ratings, answer buttons, and suggested-reply chips in the native inbox, so completion runs far higher than email — giving you a real read on satisfaction at every stage.
How do WhatsApp surveys catch frustration and earn referrals?
A low recommend score on a mid-install pulse opens an open-ended reply, so you hear the concern privately and intervene before the customer goes dark or posts about it. A high score routes straight to a referral or review ask backed by their own feedback — turning genuine satisfaction into your lowest-cost leads.
What can a solar company field with these survey templates?
Mid-install pulse check-ins, post-install satisfaction ratings on the process, crew, and communication, a 1–5 recommend score, feedback-backed referral asks, and open-ended 'how was the experience?' — all as branded WhatsApp surveys in Google Messages on Android and the Messages app on iPhone with iOS 18, with Texting fallback and opt-in and STOP compliance.

Get the Solar & Clean Energy survey template pack and launch your first survey in minutes.